SEWIX Mutual Fund
SEWIX Mutual Fund
NAV$19.14
AUM$3M
TER0.92%
Holdings174
See how much of SEWIX you already own
SEWIX Mutual Fund
NAV$19.14
NAA World Equity Income Fund Institutional Class
AUM$3M
TER0.92%
Holdings174
See how much of SEWIX you already own
SEWIX Mutual Fund Overlap Analysis
SEWIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SEWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 174 holdings, SEWIX may share significant positions with broad-market funds.
SEWIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SEWIX tax-loss harvesting finds highly correlated but non-identical funds.